DFX Intelligence

S••••• K•••• D•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor32 years in industry

S••••• K•••• D•••••

Advisor at M•••••• W•••••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:e5786320-2b5e-3152-de6b-191a624d377d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 14, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: M•••••• W•••••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Jul 1, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• W•••••	No RAUM reported	Nov 23, 2020	n/a	yes	OVERLAND PARK, KS	Current employment
A•••••• P••••••• P•••••••• I•••	Bd affiliated wealth	Mar 18, 2010	Dec 1, 2020	no	WATERLOO, IA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• P••••••• P•••••••• I•••	M•••••• W•••••	Dec 1, 2020	Nov 23, 2020	-8	Firm change	Other
H•••• C•••••• M••••••••• I•••	A•••••• P••••••• P•••••••• I•••	Sep 24, 2010	Mar 18, 2010

Team moves

••• Locked

Team	Left	Joined	From	Kind
106237:289886:IA:2020-12-01	Dec 1, 2020	Nov 23, 2020	WATERLOO, IA	Firm change

Relationships

Registered with (3)

→ M•••••• W•••••Registered adviserregistration: current employment
Nov 23, 2020 to presentfactForm ADV
→ A•••••• P••••••• P•••••••• I•••Registered adviserregistration: previous registration
Mar 18, 2010 to Dec 1, 2020factForm ADV
→ H•••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Jan 14, 2000 to Sep 24, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e5786320-2b5e-3152-de6b-191a624d377d
First observed: Jan 14, 2000
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.